Engineering Key Accounts Manager - Durban

Talent Evolution; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Talent Evolution is seeking an Internal / Key Accounts Broker – Short-Term Insurance in Durban to manage an existing client portfolio through underwriting, client service and administrative support. This is an office-based role with no field visits.

The ideal candidate has a minimum of 2 years underwriting experience, in both personal and commercial lines, plus RE5, Matric and strong communication/administrative skills. Manage approximately 300 accounts with proactive client engagement.

Qualifications

• Matric (Grade 12) is required.
• RE5 certification compulsory.
• NQF Level 4 qualification in Financial Services would be advantageous.
• Minimum 2 years underwriting experience.
• Experience in both personal and commercial lines underwriting.
• Strong interpersonal, administrative and communication skills.

Responsibilities

• Manage an assigned portfolio of approximately 300 clients.
• Maintain proactive communication with clients to understand their insurance needs.
• Deliver high levels of service and customer satisfaction.
• Monitor and follow up on unpaid premiums.
• Liaise with clients and insurers to resolve outstanding payment issues.
• Proactively manage policy renewals and ensure policies are reviewed, updated and renewed timeously.
• Prepare and present renewal terms and alternative options.
• Conduct risk assessments and portfolio reviews.
• Process policy endorsements and amendments.
• Maintain compliance with applicable legislative and regulatory requirements.

Skills

Underwriting experience

Personal & commercial lines

Interpersonal skills

Communication

Administrative skills

Portfolio management

Client service

Attention to detail

Negotiation

Retention

Education

Matric (Grade 12)

RE5 certification

NQF Level 4 qualification in Financial Services

Job description

Internal / Key Accounts Broker – Short-Term Insurance

Internal / Key Accounts Broker – Short-Term Insurance

We are seeking a highly skilled and detail‑oriented Internal / Key Accounts Broker to manage a portfolio of existing clients through proactive underwriting, client service and administrative support.

The ideal candidate will have a minimum of 2 years underwriting experience, preferably within a brokerage environment, with experience in both personal and commercial lines insurance. This is an office‑based/inbound role and does not involve external client visits.

Remuneration

• Competitive basic salary depending on experience and qualifications.
• Commission and retention incentives.
• No additional employee benefits such as pension or medical aid are included.

Minimum Qualifications & Requirements

• Matric (Grade 12).
• RE5 certification compulsory.
• NQF Level 4 qualification in Financial Services would be advantageous.
• Minimum 2 years underwriting experience.
• Experience in both personal and commercial lines underwriting.
• Strong interpersonal, administrative and communication skills.

Key Responsibilities

• Manage an assigned portfolio of approximately 300 clients.
• Maintain proactive communication with clients to understand their insurance needs.
• Deliver high levels of service and customer satisfaction.
• Monitor and follow up on unpaid premiums.
• Liaise with clients and insurers to resolve outstanding payment issues.

Policy Renewals & Retentions

• Proactively manage policy renewals and ensure policies are reviewed, updated and renewed timeously.
• Prepare and present renewal terms and alternative options.
• Conduct risk assessments and portfolio reviews.

Policy Endorsements & Amendments

• Process policy endorsements accurately and efficiently.
• Manage changes to cover, asset details and client information.
• Maintain accurate records in line with underwriting requirements.
• Conduct general underwriting duties, including risk assessments and rating.
• Provide competitive quotations for new business opportunities within the existing portfolio.
• Source and compare quotations from multiple insurers where required to ensure appropriate cover and pricing.

Client Engagement

• Conduct a minimum of 25 client consultations per day via Zoom or telephone.
• Discuss policy details, renewals, endorsements and cover adjustments.
• Provide professional guidance on cover options, excess structures, policy terms and risk exposures.

Additional Duties

• Manage policy cancellations, including conducting exit interviews and exploring retention opportunities.
• Coordinate tracking device installations where required for vehicle insurance.
• Arrange valuation services where required to ensure adequate sums insured.
• Process refunds accurately and timeously.
• Maintain compliance with applicable legislative and regulatory requirements.

Key Skills

• Excellent attention to detail.
• Strong client relationship management skills.
• Excellent verbal and written communication.
• Good administrative and organisational abilities.
• Ability to manage a large client portfolio.
• Strong negotiation and retention skills.
• Ability to work independently and meet daily targets.

Insurance Partners You’ll Work With:

You will interact with leading insurers, including:

• 70% Key Account Management: Build and maintain strong relationships with key customers and decision‑makers
• Manage and grow existing accounts, identifying opportunities for increased revenue
• Drive customer retention and ensure a consistently high level of service delivery
• Act as the key point of contact for customer queries, escalations and service‑related matters
• Work closely with operations to resolve issues and improve the customer experience
• Monitor account performance, volumes and profitability
• Identify and maximise growth opportunities within existing accounts
• 30% New Business Development: Identify, prospect and secure new customers within the courier, logistics and transport market
• Develop new business opportunities through networking, referrals, cold calling and market engagement
• Prepare quotations and proposals and assist with commercial negotiations
• Build a strong pipeline of prospective customers and convert opportunities into new revenue